International Funds, Safe Investments, 1031 Exchange: Email Round-Up - 258

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 28 January 2020

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

How to choose international funds in a diversified portfolio, a momentum investing strategy called The 12% Solution, and safe retirement investments like CDs and bonds. Plus Joe and Big Al touch on real estate investing with 1031 exchanges and qualified opportunity zones, and they answer your questions on the SECURE Act, IRA contributions, and calculating Social Security in this wide-ranging email round-up. Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-258

Transcript

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0:00.0	Today on Your Money, Your Wealth, it's an email roundup, answering your questions on a wide range of financial topics.
0:06.7	We'll find out what Joe Anderson's CFP and Big Al Clopine's CPA, think about how to choose international funds in your diversified portfolio,
0:15.1	a momentum investing strategy called the 12% solution, and safe investments like CDs and bonds.
0:21.9	Plus, the fellows will touch on real estate investing with 1031 exchanges and qualified
0:26.4	opportunity zones, and they'll also answer your questions on the Secure Act, IRA
0:30.8	contributions, and calculating social security.
0:33.9	I'm the lady of the podcast, producer Andy Last.
0:37.2	Go to Your Money, Your Wealth.com.
0:39.4	Scroll down and click Ask Joe and Al on air to email us your money questions, or you can be a superhero and send them in as a voice message.
0:48.8	Good afternoon, Andy, Big Al and Joe.
0:52.8	This is Batman.
0:59.0	Going from Gotham City, and I have a couple questions first question is a person has a residential rental property which has considerable
1:06.0	capital gain since its purchase the purchase price was 300,000 earned value is 1. The purchase price was $300,000. Current value is $1.4 million. It was
1:14.8	purchased $10.301 range into a Delaware statutory trust. If so, why would you? Who would
1:27.1	you recommend to deal with? And if not, why not? Also,
1:31.3	I just finished a book called The 12% Solution. Robin had actually brought it to my attention.
1:38.1	And I believe he got it from Alfred here in the back. It's written by a gentleman named David
1:43.0	Alan Carter. I'm wondering if you've read the book, what you've thought.
1:47.0	It's an extremely brief book, and he outlines a compelling investing plan.
1:53.0	Third and final question, I'd like to know what your opinion is of qualified opportunity
1:59.0	funds.
2:00.0	If you do like them, do you have any particular
	...

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